Word: motion
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...couple of hangers-on, though there were about 100 more who wanted to hang, and everyone sits round the monitor liking what they see. Cigarettes are lit, but nobody's puffing. Cans are open, nobody's drinking. The whole scene takes three minutes but it plays like slow motion. "Cut," cries the director. The girls rush from the bed to the monitor to see the playback, which they view tensely, clearly a little embarrassed...
With the rink 10 feet longer, it takes that much extra time for play to move from one end of the ice to another, but adding 15 feet across makes an even bigger difference. It opens up the ice and puts everything into slow motion...
Even tech-battered Wall Street analysts are bullish on handhelds. No matter that Palm, Handspring and the Canadian firm Research in Motion are trading at 52-week lows. "These stocks have gotten unnecessarily beaten down," argues Thomas Sepenzis, mobile-Internet analyst at investment bank CIBC. "When people stop panicking, they'll go, 'Oh, gee, what should I buy?' and these stocks will be some of the first to go back up." Within a year, he expects Palm shares to as much as quadruple from last week...
There are a few wild cards in the PDA market as well. Research in Motion has sold more than 700,000 of its BlackBerry wireless e-mail devices directly to corporations such as Goldman Sachs, Merrill Lynch and NBC. Jack Welch, Michael Dell and Al Gore are fans. This summer Sony's Palm-based Clie will get a snappy new upgrade, complete with a sharp color display and support for a new, secure digital music format. By leveraging resources from its music, gaming and audio-video divisions, Sony may be able to create the ultimate portable gadget...
Handspring's Dubinsky remains unfazed. "We're used to people saying, 'Oh, Sony's entering the market. It's over, pack your bags,'" she says. "But that hasn't happened." It's likely the market will become more segmented, with Microsoft and Research in Motion homing in on corporate users, Sony targeting upscale consumers, and Handspring and Palm attacking from all angles. But Palm still has the most to lose. "The onus is on Palm to continue to innovate in its design and operating system," says IDC's Slawsby. Let the hand-to-hand combat begin...